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LOCKHEED MARTIN TACTICAL DEFENSE SYSTEMS RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 401k Plan overview

Plan NameLOCKHEED MARTIN TACTICAL DEFENSE SYSTEMS RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES
Plan identification number 037

LOCKHEED MARTIN TACTICAL DEFENSE SYSTEMS RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LOCKHEED MARTIN CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:LOCKHEED MARTIN CORPORATION
Employer identification number (EIN):521893632
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCKHEED MARTIN TACTICAL DEFENSE SYSTEMS RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0372017-01-01ROBERT MUENINGHOFF
0372016-01-01ROBERT MUENINGHOFF
0372015-01-01ROBERT MUENINGHOFF
0372014-01-01DONALD REMSCH DONALD REMSCH2015-10-12
0372013-01-01DONALD REMSCH DONALD REMSCH2014-10-13
0372012-01-01DONALD REMSCH DONALD REMSCH2013-10-11
0372010-01-01DONALD REMSCH DONALD REMSCH2011-10-14
0372009-01-01CLARE O'CALLAGHAN CLARE O'CALLAGHAN2010-10-12

Plan Statistics for LOCKHEED MARTIN TACTICAL DEFENSE SYSTEMS RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES

401k plan membership statisitcs for LOCKHEED MARTIN TACTICAL DEFENSE SYSTEMS RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES

Measure Date Value
2017
Total participants, beginning-of-year2017-01-01982
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-01582
Number of other retired or separated participants entitled to future benefits2017-01-01182
Total of all active and inactive participants2017-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01174
Total participants2017-01-01943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016
Total participants, beginning-of-year2016-01-011,033
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-01592
Number of other retired or separated participants entitled to future benefits2016-01-01210
Total of all active and inactive participants2016-01-01807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01175
Total participants2016-01-01982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015
Total participants, beginning-of-year2015-01-011,083
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-01609
Number of other retired or separated participants entitled to future benefits2015-01-01232
Total of all active and inactive participants2015-01-01848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01185
Total participants2015-01-011,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014
Total participants, beginning-of-year2014-01-011,135
Total number of active participants reported on line 7a of the Form 55002014-01-0136
Number of retired or separated participants receiving benefits2014-01-01636
Number of other retired or separated participants entitled to future benefits2014-01-01226
Total of all active and inactive participants2014-01-01898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01185
Total participants2014-01-011,083
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013
Total participants, beginning-of-year2013-01-011,184
Total number of active participants reported on line 7a of the Form 55002013-01-0135
Number of retired or separated participants receiving benefits2013-01-01668
Number of other retired or separated participants entitled to future benefits2013-01-01248
Total of all active and inactive participants2013-01-01951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01184
Total participants2013-01-011,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012
Total participants, beginning-of-year2012-01-011,254
Total number of active participants reported on line 7a of the Form 55002012-01-0140
Number of retired or separated participants receiving benefits2012-01-01691
Number of other retired or separated participants entitled to future benefits2012-01-01267
Total of all active and inactive participants2012-01-01998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01186
Total participants2012-01-011,184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2010
Total participants, beginning-of-year2010-01-011,344
Total number of active participants reported on line 7a of the Form 55002010-01-0160
Number of retired or separated participants receiving benefits2010-01-01759
Number of other retired or separated participants entitled to future benefits2010-01-01307
Total of all active and inactive participants2010-01-011,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01179
Total participants2010-01-011,305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009
Total participants, beginning-of-year2009-01-011,396
Total number of active participants reported on line 7a of the Form 55002009-01-0173
Number of retired or separated participants receiving benefits2009-01-01779
Number of other retired or separated participants entitled to future benefits2009-01-01323
Total of all active and inactive participants2009-01-011,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01169
Total participants2009-01-011,344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LOCKHEED MARTIN TACTICAL DEFENSE SYSTEMS RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES

Measure Date Value
2018
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$51,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$53,608
Total income from all sources (including contributions)2018-12-31$-2,323,562
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,220,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,169,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$41,062,881
Value of total assets at beginning of year2018-12-31$47,609,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,083
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$12,933
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31Yes
Amount of non-exempt transactions with any party-in-interest2018-12-31$3,076
Liabilities. Value of operating payables at end of year2018-12-31$51,083
Liabilities. Value of operating payables at beginning of year2018-12-31$53,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,544,313
Value of net assets at end of year (total assets less liabilities)2018-12-31$41,011,798
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$47,556,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$30,868
Value of interest in master investment trust accounts at end of year2018-12-31$41,062,881
Value of interest in master investment trust accounts at beginning of year2018-12-31$47,609,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,169,668
Contract administrator fees2018-12-31$7,282
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2018-12-31132781641
2017
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$53,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$58,425
Total income from all sources (including contributions)2017-12-31$5,434,666
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,207,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,153,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$47,609,719
Value of total assets at beginning of year2017-12-31$46,386,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$53,608
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$12,654
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$3,076
Liabilities. Value of operating payables at end of year2017-12-31$53,608
Liabilities. Value of operating payables at beginning of year2017-12-31$58,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,227,617
Value of net assets at end of year (total assets less liabilities)2017-12-31$47,556,111
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$46,328,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$34,813
Value of interest in master investment trust accounts at end of year2017-12-31$47,609,719
Value of interest in master investment trust accounts at beginning of year2017-12-31$46,386,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,153,441
Contract administrator fees2017-12-31$6,141
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2017-12-31132781641
2016
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$58,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$54,689
Total income from all sources (including contributions)2016-12-31$2,174,543
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,427,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,368,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$46,386,919
Value of total assets at beginning of year2016-12-31$48,635,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$58,425
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$12,468
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Liabilities. Value of operating payables at end of year2016-12-31$58,425
Liabilities. Value of operating payables at beginning of year2016-12-31$54,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,252,572
Value of net assets at end of year (total assets less liabilities)2016-12-31$46,328,494
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,581,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$34,488
Value of interest in master investment trust accounts at end of year2016-12-31$46,386,919
Value of interest in master investment trust accounts at beginning of year2016-12-31$48,635,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,368,690
Contract administrator fees2016-12-31$11,469
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2016-12-31132781641
2015
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$54,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$68,963
Total income from all sources (including contributions)2015-12-31$-762,265
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,475,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,420,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$48,635,755
Value of total assets at beginning of year2015-12-31$53,887,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$54,689
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$12,468
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Liabilities. Value of operating payables at end of year2015-12-31$54,689
Liabilities. Value of operating payables at beginning of year2015-12-31$68,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,237,891
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,581,066
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$53,818,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$30,151
Value of interest in master investment trust accounts at end of year2015-12-31$48,635,755
Value of interest in master investment trust accounts at beginning of year2015-12-31$53,887,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,420,937
Contract administrator fees2015-12-31$12,070
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2015-12-31132781641
2014
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$68,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$43,499
Total income from all sources (including contributions)2014-12-31$3,273,259
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,714,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,645,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$53,887,920
Value of total assets at beginning of year2014-12-31$55,303,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$68,963
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$19,761
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Liabilities. Value of operating payables at end of year2014-12-31$68,963
Liabilities. Value of operating payables at beginning of year2014-12-31$43,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,440,910
Value of net assets at end of year (total assets less liabilities)2014-12-31$53,818,957
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$55,259,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$38,016
Value of interest in master investment trust accounts at end of year2014-12-31$53,887,920
Value of interest in master investment trust accounts at beginning of year2014-12-31$53,803,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,645,206
Contract administrator fees2014-12-31$11,186
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2014-12-31132781641
2013
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$43,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$50,027
Total income from all sources (including contributions)2013-12-31$9,293,520
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,887,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,844,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,500,000
Value of total assets at end of year2013-12-31$55,303,366
Value of total assets at beginning of year2013-12-31$50,904,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$43,499
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$12,189
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$15,054
Liabilities. Value of operating payables at end of year2013-12-31$43,499
Liabilities. Value of operating payables at beginning of year2013-12-31$50,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,405,843
Value of net assets at end of year (total assets less liabilities)2013-12-31$55,259,867
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$50,854,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$16,256
Value of interest in master investment trust accounts at end of year2013-12-31$53,803,366
Value of interest in master investment trust accounts at beginning of year2013-12-31$46,404,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,500,000
Employer contributions (assets) at end of year2013-12-31$1,500,000
Employer contributions (assets) at beginning of year2013-12-31$4,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,844,178
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2013-12-31132781641
2012
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$50,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$53,092
Total income from all sources (including contributions)2012-12-31$10,730,283
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,065,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,015,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,500,000
Value of total assets at end of year2012-12-31$50,904,051
Value of total assets at beginning of year2012-12-31$45,242,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$50,027
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$12,009
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$24,575
Liabilities. Value of operating payables at end of year2012-12-31$50,027
Liabilities. Value of operating payables at beginning of year2012-12-31$53,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,664,296
Value of net assets at end of year (total assets less liabilities)2012-12-31$50,854,024
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$45,189,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$13,443
Value of interest in master investment trust accounts at end of year2012-12-31$46,404,051
Value of interest in master investment trust accounts at beginning of year2012-12-31$42,402,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,500,000
Employer contributions (assets) at end of year2012-12-31$4,500,000
Employer contributions (assets) at beginning of year2012-12-31$2,840,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,015,960
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2012-12-31132781641
2011
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$53,092
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$106,297
Total income from all sources (including contributions)2011-12-31$6,530,254
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,653,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,600,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,608,356
Value of total assets at end of year2011-12-31$45,242,820
Value of total assets at beginning of year2011-12-31$44,419,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$53,092
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$11,694
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$24,746
Liabilities. Value of operating payables at end of year2011-12-31$53,092
Liabilities. Value of operating payables at beginning of year2011-12-31$106,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$876,741
Value of net assets at end of year (total assets less liabilities)2011-12-31$45,189,728
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$44,312,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$16,652
Value of interest in master investment trust accounts at end of year2011-12-31$42,402,255
Value of interest in master investment trust accounts at beginning of year2011-12-31$43,860,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,608,356
Employer contributions (assets) at end of year2011-12-31$2,840,565
Employer contributions (assets) at beginning of year2011-12-31$558,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,600,421
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2011-12-31132781641
2010
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$106,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$110,102
Total income from all sources (including contributions)2010-12-31$5,892,149
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,029,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,922,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$558,708
Value of total assets at end of year2010-12-31$44,419,284
Value of total assets at beginning of year2010-12-31$43,560,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$106,297
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$11,388
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$76,499
Liabilities. Value of operating payables at end of year2010-12-31$106,297
Liabilities. Value of operating payables at beginning of year2010-12-31$110,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$862,972
Value of net assets at end of year (total assets less liabilities)2010-12-31$44,312,987
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$43,450,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$18,410
Value of interest in master investment trust accounts at end of year2010-12-31$43,860,576
Value of interest in master investment trust accounts at beginning of year2010-12-31$43,560,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$558,708
Employer contributions (assets) at end of year2010-12-31$558,708
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,922,880
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2010-12-31132781641
2009
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses

2017
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2010
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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